Credit Repair Cloud + Phone.com
Add new Credit Repair Cloud clients as contacts in Phone.com
Streamline your client management process by connecting Credit Repair Cloud and Phone.com. With this workflow, when you add a new client in Credit Repair Cloud, a contact is instantly created in Phone.com, ensuring that your contact list stays organized and up to date. Save time and reduce manual tasks, allowing you to focus on providing excellent service to your clients.
Streamline your client management process by connecting Credit Repair Cloud and Phone.com. With this workflow, when you add a new client in Credit Repair Cloud, a contact is instantly created in Phone.com, ensuring that your contact list stays organized and up to date. Save time and reduce manual tasks, allowing you to focus on providing excellent service to your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Find a contact
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- 14 day trial for premium features & apps
Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address
